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Wealthspire · 20 hours ago

2026 Investment Intern - New York, NY

New York, NY

Internship

Onsite

Intern

$20/hr - $27/hr

Start in 2026 Summer

Wealthspire Advisors is a New York City-based independent registered investment advisory firm. The Investment Intern will assist with data intensive projects related to money manager due diligence, conduct investment manager research, and support senior team members with various investment projects throughout the internship.

Financial Services

H1B Sponsor Likely

Responsibilities

Assist with data intensive projects related to money manager due diligence

Help conduct investment manager research and analysis with members of the investment team

Research client issues as directed and construct/present responses

Learn Morningstar Direct, Tamarac, Microsoft Dynamic CRM and SharePoint systems

Support the CIO, OCIO, Chief Market Strategist and other members of the team with one-off investment-projects

Qualification

Investment analysisData analysisMicrosoft Office SuiteMorningstar DirectTamaracMicrosoft Dynamic CRMProfessional initiativeCritical thinkingDetail-orientedCollaboration

Required

Pursuing Bachelor's Degree in Finance with a graduation date before August 2027

Interest in investment, wealth management, risk management

Continuously exhibits personal integrity and professional initiative

Capacity to think critically and devise creative solutions

Must be organized, detail-oriented and able to manage and prioritize tasks

Demonstrates a commitment to accuracy by delivering high quality work

Collaborative and able to work effectively with others

Preferred

Working knowledge of Microsoft Office Suite (particularly excel and power point)

Benefits

Practical experience with broad applications

Shadowing, mentoring, and training opportunities with seasoned professionals

Opportunity for full time employment after graduation

Competitive hourly rate throughout the internship

Company

Wealthspire

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom.

Founded in 1995

New York, New York, USA

1001-5000 employees

https://www.wealthspire.com/

H1B Sponsorship

Wealthspire has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2024 (1)